Customer Retention Specialist - State Farm Agent Team Member

Benefits

• 401(k) matching
• Bonus based on performance
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

What You’ll Do

• Communicate with existing customers regarding renewals, coverage questions, and policy updates
• Provide calm, professional support during service and claims-related conversations
• Review accounts and assist with policy changes, endorsements, and updates
• Identify coverage gaps and pivot service conversations into in-book sales opportunities when appropriate
• Recommend additional products using a needs-based, customer-focused approach
• Maintain accurate and detailed documentation of customer interactions
• Collaborate with team members to meet retention, service, and outreach goals

What We’re Looking For

• Strong service mindset with excellent relationship-building skills
• Ability to listen first, guide confidently, and recommend solutions when it makes sense
• Effective communication, problem-solving, and follow-through
• Detail-oriented with a strong focus on customer experience
• Comfortable balancing service excellence with sales accountability
• Prior experience in customer service or account management preferred

What We Offer

• Competitive base salary plus commission and performance incentives
• Full support through the licensing process
• Ongoing training and professional development
• Supportive, service-driven agency culture
• Growth opportunities within a multi-location, expanding agency

About the Role

The Lori Henry State Farm Agency is seeking a service-oriented Customer Retention Specialist who supports existing customers and identifies coverage gaps to drive retention and growth through in-book sales opportunities. This role is ideal for someone who excels at service conversations and can lead with empathy and accuracy.